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A - H A Accounting: Accounting is the process of identifying, recording, summarizing, and analyzing an entity’s financial transactions and reporting them in financial statements. Accounting,...
November 23rd, 2022 1746 views 1 likes
Logging in using the legacy Login When you sign up to use our system, you will receive an email containing...
November 18th, 2020 4551 views 0 likes
Introduction The security of your financial data is essential to us. One of the easiest and most effective ways you...
April 7th, 2020 7751 views 0 likes
Menu Navigation Browser Compatibility AccountsIQ can be viewed in Edge, Chrome, and Firefox browsers. Navigation When you log in, you...
September 17th, 2017 24152 views 3 likes
Introduction With Help Hub you can do the following directly in the AIQ system: Access learning content including videos and...
March 23rd, 2023 40315 views 1 likes
Contact Support If you have any issues or queries regarding integrations, new features, access to our learning academy and more,...
August 17th, 2017 10970 views 1 likes
Introduction The onboarding tools are a set of tools developed to allow you to build a new company and import...
January 22nd, 2021 5910 views 0 likes
Introduction The Codes Maintenance screen lets you manage all the standard codes used throughout the system including currencies, tax rates,...
August 19th, 2017 14488 views 3 likes
Introduction Once you have set up your company, you are ready to up background information, including contact information, upload your...
August 12th, 2017 6370 views 1 likes
Introduction The AccountsIQ Mobile Purchases Approval App is a handy productivity tool that's designed to automate purchase approval workflow processes...
July 23rd, 2019 28953 views 1 likes
Introduction Using My Notices, you can send and receive messages to multiple users at the same time, including attachments. Viewing Notices...
February 21st, 2018 3066 views 1 likes
Sales Transaction Types Each Transaction in the system is codified to a Transaction Type. Type Description Effect...
October 19th, 2017 8434 views 7 likes
Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can make...
July 31st, 2017 23128 views 4 likes
Introduction Customer Master Records must be set up before you can begin processing transactions through the Sales System. These records...
October 28th, 2017 7305 views 0 likes
Introduction To process transactions through your Purchasing System, first set up your Supplier Master Records. As you engage with new...
November 9th, 2017 9409 views 6 likes
Introduction You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system. Info...
July 31st, 2017 4291 views 2 likes
Introduction For review purposes, you can attach multiple scanned documents and memos to all master records and transactions. Document Size...
September 19th, 2017 6974 views 2 likes
Introduction The Purchase Ordering System has three modules: Sales Orders: This lets you record receipts of goods or services against...
November 9th, 2017 10540 views 1 likes
Introduction The Purchase Product Invoicing program allows you to enter Supplier Invoices unaccompanied by an Order. It can be integrated...
November 9th, 2017 8132 views 3 likes
Introduction Purchase Journals are used to post adjustments to Supplier (Vendor) Accounts where no VAT needs to be recorded: Purchase...
October 23rd, 2017 10623 views 0 likes
Introduction Payments and Allocations, like Payments - Quick Entry, can be used to record and allocate ad hoc payments made...
November 19th, 2017 11372 views 2 likes
Introduction Sales Order entry is integrated with the Inventory Management system, either fully, in the context of quantities management, or...
October 30th, 2017 17423 views 1 likes
Introduction Sales Journals are used to post adjustments to Customer Accounts where no VAT needs to be recorded: Sales Credit...
October 23rd, 2017 7320 views 1 likes
Introduction Sales Receipts and Allocations lets you record Customer Bank Transfer type Receipts, such as Credit Transfers or Direct Debits,...
November 1st, 2017 10785 views 2 likes
Introduction The system can automatically track sales by Sales Rep and determine the sales commission due to each based on...
October 29th, 2017 4477 views 1 likes
Introduction Before you can use Sales or Purchase Orders and Item Invoices, you need to create Master Records for the...
November 9th, 2017 5529 views 0 likes
Introduction Price lists allow you to maintain customised prices. You can create Price Lists with alternative Prices and Price structures...
October 24th, 2017 4300 views 0 likes
Introduction Stock Count allows you to record stock take details against all Product items. The system will automatically update the...
November 23rd, 2017 5351 views 0 likes
Introduction General Ledger Structure The system comes with a standard package of General Ledger Accounts and Codes. These include: General...
November 26th, 2017 11377 views 3 likes
Introduction About Budget Maintenance Use the upload function to import budgets or revised budgets into the General Ledger. Budgets/revised budgets...
November 28th, 2017 9237 views 1 likes
Introduction A bank journal is a record of banking transactions, ordered by date. They may be necessary to adjust for...
October 23rd, 2017 6481 views 0 likes
Introduction The Sundry Bank Payments facility lets you record Sundry Payments made from your bank accounts. Sundry Payments are payments...
October 23rd, 2017 7114 views 4 likes
Introduction The Sundry Bank Receipts facility lets you record Sundry Receipts lodged to your bank accounts. Sundry Receipts are receipts...
October 23rd, 2017 7801 views 0 likes
Introduction Reasons for Bank Reconciliations Periodically, you need to reconcile your Bank Accounts status in the system with that of...
November 26th, 2017 11403 views 2 likes
Introduction Our Report Manager lets you: Access over 200 accounting reports providing high-quality business performance analysis. Report in both base...
October 24th, 2017 7890 views 1 likes
Introduction Why Cashflow Management Matters Careful cashflow management is essential to running your business effectively. Depending on business type and...
October 23rd, 2017 3714 views 3 likes
Introduction Who is Extended Business Analysis for? Extended Business Analysis lets you look at the performance of your enterprise beyond...
November 29th, 2017 7873 views 6 likes
Introduction The Statistics facility lets you record user defined statistics. Recording statistics lets you include non-financial measures in reporting. You...
October 23rd, 2017 2891 views 0 likes
Introduction New vs Legacy Workflow Approval The following article is in regard to the legacy workflow which will be retired...
November 16th, 2017 7060 views 3 likes